Best CPA Practice Advisor Podcasts (2025)

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Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms. 0:38

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1h ago0:38

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Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms. Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More Poe…

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Don’t Let AI Sound Smarter Than You | Accounting Influencers 15:46

17m ago15:46

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Keep your own voice in charge. Accounting Influencers With Rob Brown In the race to stay relevant in accounting, artificial intelligence has emerged as both a powerful accelerator and a quiet threat. In this episode of the Accounting Influencers podcast, the conversation dives deep into how accountants can harness AI to amplify their visibility and…

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Matt Rampe: Make Strategy Stick | Gear Up For Growth 40:24

6h ago40:24

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Five steps turn vision into execution. Gear Up for Growth With Jean Caragher For CPA Trendlines On the latest episode of “Gear Up for Growth,” host Jean Caragher interviews Matt Rampe, partner at Rosenberg Associates and author of the forthcoming book, "CPA Firm Strategic Planning: Your Roadmap for Long-Term Success," about how accounting firms can…

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From Capitol Gridlock to Client Backlog | ARC 32:08

4h ago32:08

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A shutdown halts processing, piles up invoices, and leaves contractors and nonprofits fronting the float. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When the federal government shuts down, headlines focus on politics. But behind every furlough and frozen budget lies a deeper story—one told…

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Deloitte Caught Making AI Workslop, IRS Shutdown Continues 1:04:09

3d ago1:04:09

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Could an AI catch what auditors and a CFO missed? This week, Blake and David unpack how a founder used Claude to scan QuickBooks and uncover a $2.1M embezzlement in 18 minutes. They also tackle Deloitte’s AI ‘workslop’ refund, shutdown-driven IRS and air travel woes, the IRS’s new “CEO” and crypto ties, OpenAI’s personal finance play, EY’s audit re…

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Chayton Farlee: How AI and Outsourcing Are Shaping Graduate Careers | It's Not Just the Numbers 45:44

1d ago45:44

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Grunt work is no longer the rite of passage. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines The accounting profession is undergoing a profound transformation. As artificial intelligence (AI) and outsourcing become central to firm operations, questions abound: Will there be enough meaningful work left for new ac…

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Tom Hood and Lexi Weber: Disrupt Yourself Before Someone Else Does | The Disruptors 56:42

2d ago56:42

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RISE2040 challenges the accounting profession to stop reacting and start shaping its own future. The Disruptors With Liz Farr What will the future of accounting be like? As listeners to The Disruptors know, I’ve been asking accountants about their predictions for the state of accounting in ten years. However, a new initiative from the AICPA and CIM…

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Breaking Stereotypes: Building Influence in Accounting | Tim O'Neill on Leaders of the Ledger 28:07

6d ago28:07

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In this episode of Leaders of the Ledger, we sit down with Tim O’Neill, a senior manager at Whitley LLP, to discuss how young professionals can make a big impact in accounting. Tim shares his journey from starting in a big CPA firm to becoming a thought leader in the profession, breaking stereotypes, and inspiring the next generation of CPAs. Topic…

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Stacie Kwaiser: Keep Your Best Talent by Living Your Values | MOVE Like This 25:44

6d ago25:44

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Keep people first, purpose clear, and culture intact. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In the latest MOVE Like This, host Bonnie Buol Ruszczyk sits down with?Stacie Kwaiser, CPA, CEO of Rehmann, to discuss her nearly 30-year journey with the firm and the values that continue to shape its culture. Kwaiser reflects on her s…

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Stay or Go? Why Accountants Are Rethinking Job Hopping | Accounting Influencers 14:32

5d ago14:32

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Is the next big opportunity across the street...or right where you already are? Accounting Influencers With Rob Brown Post-pandemic, accounting professionals saw record pay increases just for changing employers. However, as economic conditions tighten and median pay raises for job switchers fall from roughly 7% to just over 4%, the calculus is chan…

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Jeffrey Weiner: Leadership Lessons from a Billion-Dollar Firm Builder | Gear Up For Growth 45:13

6d ago45:13

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Great firms are built, not bought. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, host Jean Caragher sits down with Jeffrey Weiner, former CEO and Chairman of Marcum LLP and current Senior Advisor at CBIZ. Weiner shares candid insights from his 40-year leadership journey, explaining how a Long Island…

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Ep 36: Private Equity Meets Niche Expertise: Opportunities for Specialty Practices 17:40

7d ago17:40

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What happens when private equity meets the most specialized corners of the CPA world—valuation, forensics, litigation, and advisory? A whole new set of opportunities emerges. In this episode of Everything CPA & Private Equity, hosts Phil Whitman and David Wolfskehl unpack how niche-focused firms are finding their place in today’s PE-driven market—a…

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Royalties, Residuals, and Reality Checks | ARC-SLC 55:52

7d ago55:52

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CPAs translate fame into cash flow, contracts, and accountability. Accounting ARC - Student-Led Conversations With Harshita Multani Center for Accounting Transformation In a special episode of Accounting ARC: Student-Led Conversations, student host Harshita Multani interviews Jeff Frable, CPA, CGMA, a partner at CCK Strategies in Tulsa, Okla.; Aurm…

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The New Wave of Accounting: Why Gen Z Is Reshaping the Profession | Rachel Farris on Leaders of the Ledger 21:13

11d ago21:13

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In this episode of Leaders of the Ledger, we dive into the changing landscape of the accounting profession with Rachel Farris, a young and dynamic CPA from San Francisco. With Gen Z and millennials bringing a fresh perspective, accounting is no longer the old, traditional career it used to be. From the rise of remote work to embracing cutting-edge …

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Mike Maksymiw: Walking Away from the Top...And Finding Something Better | Big 4 Transparency 44:51

8d ago44:51

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“Being efficient got me more work, not more money. So I left.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines When Mike Maksymiw, executive director of the Aprio Firm Alliance, walked away from a $500,000-a-year partner role without another job lined up, he wasn’t chasing a title - he was chasing alignment. In this episode of the Big…

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Tony Proctor: Turn Dumb Ideas into Brilliant Solutions | The Disruptors 1:00:26

9d ago1:00:26

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WNBA Commissioner Has Worst Week of Any CPA 1:07:14

10d ago1:07:14

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Sponsors OnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/cas Bill.com - http://accountingpodcast.promo/bill.com Assembly - http://accountingpodcast.promo/assembly Chapters (00:00) - AI-Driven CEO Impersonator Scams (00:38) - WNBA Commissioner Controversy (07:04) - Standardizing Tech Stacks in …

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Dr. Meghaan Lurtz: Financial Psychology Transforms Client Conversations | Holistic Guide to Wealth Management 50:23

13d ago50:23

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Normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being. By Rory Henry CFP®, BFA™ For CPA Trendlines Spreadsheets, projections, and tax strategies have long dominated advisory. But as Dr. Meghaan Lurtz of Shaping Wealth explains, the work of advisors goes far beyond the numbers. At its best, our work is abou…

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Defining Defined Benefit Plans with David Podell 26:54

10d ago26:54

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In this episod,e Steven is joined by David Podell, a true specialist in the world of defined benefit plans. More traditional retirement accounts get a lot of attention, and rightfully so. Solo K's and SEP IRAs are more universally applicable, but for the right business owner, a defined benefit plan can supercharge their ability to put away qualifie…

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Big 4 Layoffs Reveal New Jobs Reality | Accounting Influencers 15:51

12d ago15:51

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Industry turbulence opens doors for smaller firms, but only those that clearly define and communicate value. Accounting Influencers With Rob Brown Between June 2023 and September 2024, several of the largest accounting firms announced significant workforce reductions and structural changes. KPMG disclosed a deeper round of auditor layoffs in mid-20…

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Melancon: Private Equity and the Partnership | Gear Up For Growth 42:22

13d ago42:22

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"The accounting profession today is living its golden age, driven by its expanded capabilities." Gear Up for Growth With Jean Caragher For CPA Trendlines In a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evol…

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Entry Level Auditor Jobs Fall 43% & the AI Workslop Heading Downstream 58:43

17d ago58:43

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Blake and David examine the growing threat of AI-generated fake receipts, with 32% of accountants unable to recognize fraudulent documents and 30% reporting an increase in fraud since last year. They also discuss the concerning decline in entry-level auditor positions (down 43% since January) as firms adopt AI automation, while nearly half of accou…

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Free Speech Is a Right; Respect Is a Responsibility | ARC 36:27

14d ago36:27

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Timing, venue, and state law shape what you say—and what it costs. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation This conversation focuses on practice, not politics. Accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into w…

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Werner: Forget the Politics—M.A.G.A. Accounts Could Pay Off Big | Quick Tax Tip 3:14

15d ago3:14

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Money Accounts for Growth Advancement offer tax-free growth and even a $1,000 government kickstart. Quick Tax Tip With Art Werner CPE Today Congress may have stumbled into a politically charged acronym, but the new “M.A.G.A. accounts” have nothing to do with campaign slogans. In a recent episode of Quick Tax Tip, tax guru Art Werner breaks down wha…

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K.C. Eames: Innovation Can't Survive the Status Quo | The Disruptors 40:09

16d ago40:09

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Short-term thinking and rigid hierarchies stifle experimentation across the profession. The Disruptors With Liz Farr K.C. Eames, Director of CAS at Dark Horse CPA, sees the traditional partnership model as a barrier to innovation and experimentation. First, the incentives are set up to guide people toward specific behaviors, which are “rewarding to…

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Advocacy, Risk Management & Shaping Accounting's Future | Mac Lillard on Leaders of the Ledger 21:18

20d ago21:18

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In this episode of Leaders of the Ledger, Rob Brown speaks with Mac Lillard, Senior Manager at GRF, about his influential role in the accounting profession. Mac shares his passion for advocating for the accounting degree and its potential to shape diverse career paths, including risk management, forensic auditing, and digital transformation. Learn …

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Dan Hood on Forces Shaping Accounting | MOVE Like This 45:49

17d ago45:49

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Technology, demographics, and ESG are colliding to reshape advisory, career paths, and firm leadership. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines On the latest MOVE Like This, host Bonnie Buol Ruszczyk welcomes Dan Hood, editor-in-chief of Accounting Today, who has covered the profession since the late 1990s. From his vantage poin…

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Everything I learned, I learned from a tax return with Mark Cecchini 22:02

18d ago22:02

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This week, Steven is joined by Mark Cecchini, Director of Wealth Solutions at Quadrant Capital, to share his experience prepping tax returns early in his financial planning career. Mark didn't plan on tax prep, but worked for multiple firms that had taxes at their foundation and was voluntold to get his hands on the tax prep process. Mark shares th…

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DEI Pullback Puts Accounting Talent Pipeline at Risk | Accounting Influencers 15:06

19d ago15:06

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Firms scale back initiatives even as governing bodies warn diversity is key to the profession’s future. Accounting Influencers With Rob Brown The accounting profession is facing a turning point as major firms scale back diversity, equity, and inclusion (DEI) initiatives, raising concerns about how the shift could affect talent recruitment, retentio…

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Debra Helwig: How Strategic Internal Communications Power Growth & Retention | Gear Up For Growth 37:03

20d ago37:03

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Keep employees engaged and connected with transparency and beauty. Gear Up for Growth With Jean Caragher For CPA Trendlines “In many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says Debra Helwig, Internal Communications and Events Director at Pinion,…

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Ep 35: Why a Profitable Firm Like Sax Still Chose Minority PE with Joe Damiano 46:11

21d ago46:11

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Why would a thriving CPA firm take outside investment? In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl sit down with Joe Damiano of Sax to unpack why even a highly profitable, fast-growing firm chose a minority private equity partner. In this episode, you will be able to: • Learn why deal flow—not just c…

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Rory Henry: Why Nontraditional Accountants May Hold the Future of Finance| ARC 29:03

21d ago29:03

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Combine technical knowledge with behavioral insights to create holistic client solutions. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sa…

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Accounting Firm Revenues, Profits, Compensation Rise 1:01:06

25d ago1:01:06

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Are accounting firms quietly having their best year ever? Blake and David break down why revenues and partner comp are rising—despite AI anxiety—and what it means for pricing and staffing. They unpack Gusto Money’s Melio-powered bill pay, Relay’s $1B milestone, Drake’s new workflow, and AI tools that actually help (note-takers, agents, research). P…